Raws li kev vam meej ntawm kev lag luam semiconductor tseem poob qis, semiconductor "cua txias" tshuab mus rau cov khoom siv sab saud, thiab cov silicon wafers thiab monocrystalline silicon wafers uas thawj zaug ua tau zoo kuj tau pib xoob.
01 Uasilicon wafer Hoobkaspom zoo nrog tus neeg siv khoom kom ncua kev xa khoom
Raws li Kev Lag Luam Txhua Hnub, cuam tshuam los ntawm destocking ntawm logic ICs thiab kev txo qis ntawm cov chaw tsim khoom lag luam nco, qhov kev thov rau silicon wafers kuj tseem poob qis.Silicon fabs pib pom zoo rau cov neeg siv khoom kom ncua sijhawm rub cov khoom, thiab tus cwj pwm ntawm kev ua raws li tus nqi kuj tau hloov pauv, thiab ntau lub tuam txhab txaus siab koom tes nrog cov neeg siv khoom sib tham txog tus nqi, thiab qee cov tuam txhab ncaj qha hais tias "thaum ib nrab xyoo tom ntej. tej zaum yuav nyuaj me ntsis. "
Nws yog to taub tias ib txhiasilicon fabnyob rau hauv Taiwan tau pom zoo ncua kev xa khoom mus rau cov neeg siv khoom tsawg, ncua lawv li ib lossis ob lub hlis.Lwm cov silicon fabs tab tom sib tham nrog cov neeg siv khoom kom ncua me ntsis rub cov khoom los ntawm thawj peb lub hlis twg ntawm xyoo tom ntej.
Txij li thaum lub caij no ntawm kev lag luam poob qis, wafer foundries tau raug kev txiav txim, kev siv lub peev xwm tau poob qis, lub cim xeeb chip manufacturers tau ua tiav txo nqi peev thiab kev tsim khoom rau lub caij ntuj no, IC tsim cov chaw tsim khoom tau txo cov chips, nquag destocked, thiab txawm them cov kev puas tsuaj. tshem tawm cov ntawv cog lus mus sij hawm ntev wafer foundry.Tam sim no hais tias cua txias yog tshuab los ntawm silicon wafers, kev ua lag luam nyob rau hauv lub siab loj heev.
Silicon wafer practitioners frankly, tam sim no lub sij hawm mus sij hawm ntev cov neeg muas zaub cov khoom muag theem tau nce, tej zaum tau mus txog qhov txwv, qee cov neeg muas zaub tau tiag tiag tuaj tham txog qhov qeeb ntawm cov khoom xa tuaj.Zuag qhia tag nrho, qhov cuam tshuam ntawm kev poob qis ntawm silicon fabs yuav tsis tshwm sim tiag tiag kom txog rau thaum thawj peb lub hlis twg ntawm xyoo tom ntej, thiab nws tau kwv yees tias 8-nti silicon wafers tuaj yeem kho ntau dua 12-nti silicon wafers.
Kuj tseem muaj qhov txo qis ntawm cov nqi, thiab Taiwan Hoobkas Hejing tau hais tias nws yuav sib tham nrog cov neeg siv khoom hauv thawj ib nrab xyoo tom ntej, thiab yuav hloov kho raws li kev lag luam.Lub ntiaj teb sab nraud ntseeg hais tias kev lag luam xav tau rau 6-nti silicon wafers tsis muaj zog, thiab tus nqi ntau dua yuav xoob, thiab tus nqi ntawm silicon wafers siab tshaj 8 ntiv tes muaj qhov zoo dua ntawm kev tswj kev ruaj ntseg.
Txawm hais tias "cua txias" tshuab rau silicon fab, silicon fab expansion plan yuav tsis raug tso tseg.Nws tau tshaj tawm tias rau kev txhim kho nruab nrab thiab ntev mus ntev, txoj kev npaj nthuav dav ntawm silicon wafer fabs xws li Global Crystal, Tai Sembco thiab Hejing tsis tau tso tseg.
Raws li Tai Sembco, cov nroj tsuag tshiab xav tias yuav pib ntau lawm hauv 2024, thiab lub tuam txhab tau hais tias cov nroj tsuag tshiab tau nce zuj zus raws li qhov xav tau.Hejing's Longtan cog hauv Taiwan thiab Zhengzhou cog hauv Suav teb loj yog ob qho tib si nthuav lawv 12-nti silicon wafer muaj peev xwm.
Xu Xiulan, tus thawj coj ntawm Global Crystal, tau hais tias nyob rau lub sijhawm luv luv, suav nrog cov khoos phis tawj, xov tooj ntawm tes thiab cov khoom siv cia, nws yuav tsis muaj zog ntxiv nyob rau ib nrab xyoo, tab sis cov chaw zov me nyuam cov ntaub ntawv thiab cov tsheb tau ua tau zoo, thiab tag nrho. Kev ua lag luam kev ua lag luam xav tias yuav tsum nyob rau hauv 2023. Nyob rau hauv lub sij hawm ntev, vim kev txhim kho ntawm tag nrho cov kev lag luam ib puag ncig thiab maj mam sib npaug ntawm cov khoom muag nti, kev loj hlob yuav rov pib dua hauv 2024.
02 TCL Zhonghuan monocrystalline silicon wafer muab "ob qhov sib law liag"
Raws li kev tshaj tawm xov xwm, TCL Central txiav tus nqi ntawm monocrystalline silicon wafers dua rau lub Kaum Ib Hlis 27, tom qab txiav tus nqi thaum Lub Kaum Hli 31.
Ntawm lawv, cov lus hais ntawm 150μm thickness P-hom 210 thiab 182 silicon wafers yog 9.30 yuan / thooj thiab 7.05 yuan / thooj, feem, uas yog 0.43 yuan / thooj thiab 0.33 yuan / thooj qis dua cov quotation rau lub kaum hli ntuj 31;Qhov tseeb quotations ntawm 150μm thickness N-hom 210 thiab 182 silicon wafers yog 9.86 yuan / thooj thiab 7.54 yuan / thooj, feem, uas yog 0.46 yuan / thooj thiab 0.36 yuan / thooj qis dua qhov kev sib tw dhau los.
TCL Central tau hais tias tus nqi yuav raug siv txij lub Kaum Ib Hlis 28. Raws li cov khoom lag luam siab hauv kev ua lag luam wafer tseem nce ntxiv, wafers tau pom meej meej thawj tus nqi nce siab.Los ntawm cov lus hais ntawm TCL Central, tus nqi poob ntawm tag nrho cov khoom mus txog 4.5%.
Raws li kev lag luam tam sim no, nrog rau kev sib kis ntawm cov saw hlau, nws yog qhov tsim nyog rau cov khoom siv hluav taws xob "cua txias" los tshuab rau hauv cov khoom siv hluav taws xob.
Post lub sij hawm: Dec-03-2022